Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,056 | $88,754-62.8% | $81,820-59.6% | $145,877-77.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.73% | 1031.77%-1022.0pp | 777.93%-768.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $1,428 | $3,085-53.7% | $2,915-51.0% | $4,663-69.4% |
| Participant deferral / active EE | $1,426 | $4,648-69.3% | $4,323-67.0% | $6,691-78.7% |
| Admin fee / account holder | $3,101 | $8,424-63.2% | $7,391-58.0% | $13,402-76.9% |